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UYG vs UPW

ProShares Ultra Financials vs ProShares Ultra Utilities

UYG

ProShares Ultra Financials

ProShares

Annual cost

0.94%

Fund size

$714M

UPW

ProShares Ultra Utilities

ProShares

Annual cost

0.95%

Fund size

$25M

Key differences

  • UYG is significantly larger than UPW — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, UYG has delivered higher annualized returns.

Side-by-side comparison

UYGUPW
Annual cost (TER)0.94%0.95%
Fund size (AUM)$714M$25M
Since20072007
Dividend yield0.95%1.35%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedleveraged
CAGR 1Y+0.3%+21.3%
CAGR 3Y+27.7%+18.7%
CAGR 5Y+9.1%+11.1%
Sharpe 3Y0.810.58
Volatility 1Y28.98%28.45%
Max drawdown-69.98%-62.67%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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